Financial Services Operations Coordinator

3 weeks ago


London, Greater London, United Kingdom Blakemore Recruitment Full time
Job Description

We are currently recruiting for a Financial Services Operations Coordinator to join our team in London.

About the Role:

This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (iO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role has the potential to develop into a more senior role over a 2-3 year period.

Main Responsibilities:

  • Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators
  • Administration support across client-facing admin teams
  • Training documentation and delivery
  • Working with the Compliance Department to ensure that processes meet with their requirements
  • Supporting the team with the provision of accurate MI reporting
  • Providing support and liaison between the accounts department and admin teams

Requirements:

  • 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role
  • 2-3+ years' experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively
  • Excellent written and visual presentation skills with high attention to detail
  • Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
  • Understanding of the needs of Financial Services teams and FCA rules and compliance

Estimated Salary: £35,000 - £45,000 per annum depending on experience.



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